邦达亚洲:美元走软油价反弹 美元加元小幅收跌

Group 1: US Employment Data - In November, US private sector jobs decreased by 32,000, marking the largest decline since March 2023, significantly below the market expectation of an increase of 40,000 jobs [1][6] - Small businesses, defined as those with fewer than 50 employees, accounted for a loss of 120,000 jobs, with firms employing 20 to 49 workers laying off 74,000 [1][6] - In contrast, large companies with more than 50 employees added 90,000 jobs, indicating a clear divergence in the labor market [1][6] Group 2: Japanese Bond Market - Anticipation of a rate hike by the Bank of Japan in December has led to a surge in Japanese government bond yields, reaching multi-decade highs [2][7] - The 30-year bond yield rose by 2.5 basis points to 3.445%, a historical peak, while the 20-year yield increased by 3 basis points to 2.94%, the highest since June 1999 [2][7] - The 10-year bond yield also climbed by 1.5 basis points to 1.905%, the first time it has reached this level since 2007 [2][7] Group 3: Gold Market - Gold prices experienced slight declines, trading around 4196, influenced by profit-taking and improved market risk sentiment [3][8] - Expectations of a Federal Reserve rate cut in December and weak economic data from the US have limited the downside for gold [3][8] Group 4: Currency Markets - The USD/JPY pair saw a slight decline, trading around 155.50, affected by the Fed's rate cut expectations and weak US employment data [4][9] - The USD/CAD pair also fell slightly, trading at approximately 1.3960, pressured by a weakening US dollar and rising oil prices, although expectations of weak Canadian employment data limited the decline [5][10]